- Licenses, insurance, and legal review
- Never collect passwords or recovery codes; coordinate with attorneys, accountants, and IT professionals for legal, tax, valuation, or access decisions.
- Revenue models
- Fixed-fee packages, hourly support, recurring retainers, and clearly scoped add-on services.
- Suggested pricing
- Planning estimate: $400–$2,000 per digital continuity package.
- Ongoing expenses
- Insurance, software, equipment, training, secure storage, marketing, taxes, and subcontractor support when needed.
- Marketing
- Partner with succession advisers, bookkeepers, estate attorneys, and managed-service providers.
- Risks and common mistakes
- Working outside the written scope, weak privacy or record controls, underpricing travel or revisions, and making guarantees.